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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,018 | $64,716-73.7% | $112,258-84.8% | $68,495-75.2% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.6pp |
| Annual return | 12.41% | -11.40%+23.8pp | 27.47%-15.1pp | -7.84%+20.3pp |
| Employer contribution / active EE | $2,436 | $2,746-11.3% | $3,636-33.0% | $2,596-6.2% |
| Participant deferral / active EE | $2,739 | $3,565-23.2% | $4,728-42.1% | $4,028-32.0% |
| Admin fee / account holder | $35 | $5,232-99.3% | $6,411-99.5% | $5,403-99.3% |